Secure Connect
Managing financial data securely and efficiently is crucial for businesses today. Zie Pie’s Fintech solution, powered by Plaid, provides a seamless way for businesses to gather financial data from their customers without the need for sharing hard copies, usernames, or passwords.
Secure Connect consolidates all your bank accounts into a single, easy-to-use platform, giving you a complete financial overview in one place.
Using Plaid’s secure API, the platform automatically fetches real-time banking data, ensuring accurate and up-to-date financial insights.
Users can choose between automatic data updates or manual refreshes, offering flexibility based on their financial management needs.
CPAs, accountants, and small to medium business owners can streamline bookkeeping, cash flow monitoring, and financial reporting with effortless bank data access.
Built with industry-leading security protocols, Secure Connect ensures that sensitive financial data is encrypted, protected, and compliant with financial regulations.
Eliminate the hassle of logging into multiple bank accounts by accessing all your financial information in one place, saving time and reducing errors in financial tracking.
Gathering financial data from customers has never been easier. With Plaid’s secure integration, businesses can access real-time financial data from customers’ bank and credit card accounts without manual effort or sensitive information like passwords.
Customers have complete control over what financial data they share and with whom. They can manage their permissions easily, making it simple to grant or revoke access at any time.
Zie Pie uses Plaid’s trusted platform, known for its secure and encrypted financial data transmissions. All data is handled with the highest security standards to ensure that customer information is protected.
Say goodbye to physical copies of bank statements or manual uploads. Our fully digital platform allows for a more efficient, paperless process that saves time and reduces errors.
